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A WILL OR ESTATE PLANNING - WHAT'S THE DIFFERENCE?

A will is an important but simple legal document that dictates who receives what from your assets when you die, ensuring that the right money goes to the right people, at the right time. Estate planning is so much more. It's about protecting you and your beneficiaries for generations to come, from the unpredictable risks that can and all too frequently do occur, such as Care Fees, Inheritance Tax, Divorce, and Relationship Breakdowns. Protecting yourself and your family from all these scenarios ...

November 7, 2020

IT'S NO GOOD HAVING A WILL IN PLACE IF NO-ONE KNOWS WHERE TO FIND IT

Following on from recently recording a Zoom video chat with a lovely business friend of mine, Allison Dore of Hello Friday Virtual Business Support, I thought it was worth doing a short post identifying some hints and tips for keeping your Wills safe:   The best option is to have it professionally stored, off-site, to prevent against flood or fire but make sure your Executor and/or family know who to contact.  There is usually a small annual fee for this service.If it is to be sto...

October 20, 2020

WAITING TOO LONG TO HELP OLDER FAMILY MEMBERS WITH THEIR FINANCES CAN BE DISASTROUS!!

Spotting someone's mental frailty is often much harder to recognise than physical frailty. I think we all know that many more people are dealing with mental health issues at the moment and the pandemic and loss of normal routine has meant that the mental health of people has deteriorated even more quickly - 82% of carers of people with dementia have said that their condition has become worse during the pandemic (source Alzheimer's Society). This is being played on by scammers and fraudsters...

September 24, 2020 Posts 1-3 of 3 | Page